Published on

Published in: Business, Technology
  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide


  1. 1. INTRODUCTION TO Get it Together with PilotWorks Whether seeking a more effective way to present and communicate progress towards goals, or simply because you have been mandated to do so, you already know that performance management software can help. But how do you know what technology can best support your performance management needs? The key is selecting a solution that integrates all three of the cornerstones of performance management — goals, initiatives and metrics; for only when these elements are aligned can an organization hone performance and achieve its outcomes, both short- and long-term. Follow the lead of like-minded progressive companies With both the first-ever performance management solution deployed and the largest-known operational perfor- mance management deployment within the U.S. federal government — Pilot’s solutions are used by leading companies worldwide such as Advanced Navigation and Positioning Corporation, American Heart Association, The Boeing Company, Coors Brewing Company, General Services Administration, Health Net, Ingersoll-Rand, JetBlue, Pacific Life Insurance, Phillips Medical, Sarasota County Government of Florida, and SMARTpages.com®. OPERATIONAL PERFORMANCE MANAGEMENT SOFTWARE SOLUTION Pilot has helped hundreds of Integrates goals, initiatives and metrics, the three cornerstones of organizations dramatically improve performance management performance with its ability to Allows organizations to start with multiple disconnected deployments, each with their own requirements, and grow across the enterprise over manage goals, initiatives and time, without requiring one-size-fits-all mandates metrics in one comprehensive, yet Provides unmatched personalization, addressing organization-specific modular software solution. Learn requirements and the unique needs of each individual user why companies around the world Promotes organization alignment by facilitating communication and are choosing Pilot Software. encouraging collaboration A L I G N I N G E X E C U T I O N W I T H S T R AT E G Y ™
  2. 2. PilotWorks Universal Features FEATURE WHY IT MATTERS Integration of goals, Rather than relying on separate systems to manage goals, initiatives, and metrics, and create initiatives and metrics unintended silos of information, an organization can have a complete view of performance; and in turn make tangible improvements to it. Personalization — Makes the system more relevant and useful to each individual user and various groups within by deployment, context the organization — all of which increase adoption. For example: and individual • The Parks and Recreation and Emergency Medical Services departments may have their own goals and metrics which are managed separately but roll up to common priorities • One group may adopt letter grade scoring (A, B, C, etc.) while another may choose a traffic light color scheme (red, green, yellow) • Organizations can use the language most intuitive to them — e.g. goals vs. outcomes vs. objectives or measures vs. metrics vs. indicators • Meanwhile, each individual user has the flexibility to select specific content to display on his/ her own home page Threaded, searchable, and Facilitates effective collaboration and discussion, prompt notifications, timely problem resolution, archivable comments, and efficient sharing of “best practices” throughout the organization. Allows individuals to share input by end users domain expertise or background about issues directly in the system by annotating outcomes, initiatives, KOIs/metrics, dashboards and reports. Saves time by alerting users to comments that they have not yet read. Also, helps users learn from past experience documenting prior issues and resolutions. Archiving of expired comments removes information no longer relevant for the current situation, but allows playback of comments in circulation during a specified prior period. Distributed and delegated Streamlines the process for getting performance management-related data — from outcomes entry, approval and to targets to metrics to KOIs — into the system. Answers the question: “How do we reduce the publishing time and labor involved in populating our performance management system while maintaining our confidence in the resulting information?” Archivable notification Eliminates concerns over lost or misfiled e-mails, ensuring a comprehensive repository of and subscriptions performance management insight. Immediately notifies users of critical updates and system changes for uninterrupted access to the PilotWorks system. Flag outcomes that on the surface look fine, but actually may be in danger of failing. Community of active users Enables all users to actively participate in the performance management process from reviewing status to updating information and responding to posted comments so that organizations can harness their full potential, unlike other solutions that force some stakeholders into the role of passive users. As a result, moves performance management from just a communication tool to true collaboration. Coexists with other Recognizing that the true benefits of performance management come about when performance productivity tools improvement becomes part of the daily routine, PilotWorks lets users print, e-mail and create links from within the application. In addition, they can create printable views that are easily exported into business applications such as Microsoft® Word and PowerPoint, making the usage and sharing of performance insight easier than ever.
  3. 3. COMPONENTS True to Pilot’s incremental approach, each component in PilotWorks can be deployed individually or as part of a larger effort. Home Tab As the success of any performance management program is directly related to its adoption, PilotWorks’ home tab contains multiple modules designed specifically to personalize each user’s experience. Comprised of My Performance Summary, My Alerts, and My Bookmarks, PilotWorks’ home tab provides condensed content from all of the other PilotWorks components for true at-a-glance performance insight. Home Strategy Initiatives Scorecard Dashboard Reports Customizable home page provides a personalized view FEATURE WHY IT MATTERS Personalized performance Allows users to track those particular key outcome indicators, outcomes and initiatives important summaries to them. State-specific bookmarks Users can capture and share a “moment in time” during their exploration and analysis of performance. Wireless-enabled alerts Wherever in the world they may be, managers can take immediate corrective action to head off future performance issues. Archived alerts Save a comprehensive repository of performance management insight; eliminates concerns over lost or misfiled e-mails.
  4. 4. Strategy Tab Because managing goals requires more than simply documenting current outcomes, PilotWorks’ strategy tab consists of interactive goal plans, pathways and cause-and-effect modules that serve as organizational memory behind the goal development process, deliver a unified view of the goal plan, and provide a collabora- tive environment for discussing and updating goals. While software products based on Microsoft® Office or Web forms enable organizations to publish their goals, these simple solutions lack the ability for multiple authors to collaborate, to track differing versions, or for others to partici- pate in ongoing discussions. Home Strategy Initiatives Scorecard Dashboard Reports System-generated goal plans enable collaborative plan development FEATURE WHY IT MATTERS Industry-first Depicts the progressive stages in realizing your organization’s long-term mission; provides implementation of an understanding of the phases in which particular outcomes play primary roles. Answers pathways the question: “How do I communicate the various time horizons different stakeholders must consider (e.g., executives tend to think two to three years out, directors focus on the annual plan, salespeople worry about quarters, etc.)?” Both system-generated Easily create one-page summaries of the goal plan within PilotWorks or import existing graphics and user-imported into the system. Switch from one format to the other without losing interactivity or backup goal plans documentation. Also, allows you to easily create and update goal plans to fit the requirements of your organization. Enhanced cause-and-effect Better understand how a mission can be achieved by illustrating which outcomes play primary, visualizations secondary, or tertiary roles in meeting other outcomes (cause) or alternatively which other outcomes will be affected by a specific outcome (effect). Collaborative goal Publishing the strategy even before KOIs have been defined or operational systems integrated development helps motivate the workforce and lay the foundation for successful adoption. Feedback from the field can be communicated directly to the strategy development team so that goals can be refined based on real customer feedback. Organizations can then use the system to collaborate on KOI definition.
  5. 5. Initiatives Tab Comprised of initiative management and prioritization modules, PilotWorks’ initiatives tab goes beyond simply tracking project resources and activities to help stakeholders prioritize and focus resources appropri- ately — even in the face of conflicting tasks — so that resources support the milestones most critical to organi- zational goals. Rooted in the knowledge that ownership fosters productivity, the initiative management module provides simple-to-digest summary views of initiatives supporting overall outcomes, as well as the milestones supporting each initiative, interdependencies between them, and schedule and budget status. Home Strategy Initiatives Scorecard Dashboard Reports Prioritization matrix provides at-a-glance view of initiatives’ importance and urgency FEATURE WHY IT MATTERS Initiative summary Provides at-a-glance summary on the status of multiple initiatives and how they impact performance at the strategic level. Unique initiatives Helps ensure that stakeholders organization-wide are doing the right work to support organiza- prioritization matrix tional goals, by providing an at-a-glance view of initiatives’ relative importance and urgency, plus dependencies between individual initiatives and/or milestones. Fishbone visualizations Provides an intuitive overview of critical interdependencies between milestones to better understand and resolve bottlenecks within an initiative. Filter initiatives by Limits display of initiatives by specific properties such as owner, budget or schedule status, and specific characteristics related objective, focusing attention on those initiatives which are directly actionable by one individual or that demand immediate attention. Initiatives notification Keeps initiatives moving forward by notifying team members when they are assigned a related task. Distribute ownership Distributing ownership across multiple people — including different owners for the overall of initiatives initiative, associated milestones and sub-milestones — promotes effective collaboration and accountability.
  6. 6. Scorecard Tab PilotWorks’ scorecard contains multiple modules, including readiness-, outcome- and KOI-based views, that provide a centralized and personalized view of progress toward desired outcomes. For whatever pur- pose at hand — whether using a readiness scorecard to determine when to move to the next phase of your performance management implementation; an outcome scorecard to monitor performance toward goals; or a KOI scorecard to consolidate key financial and operational metrics — Pilot’s flexible and multi-purpose scorecard acts as a beacon to help you reach desired goals. Home Strategy Initiatives Scorecard Dashboard Reports FEATURE WHY IT MATTERS Outcome scorecards Unlike traditional metrics-based dashboards, provides an at-a-glance summary of progress towards goals which may be based on multiple indicators of performance. Includes a comparison of actual vs. target, notification of underlying KOIs in trouble, and interactive commentary on performance. Outcome detail Provides complete details for a specific outcome, including associated KOIs, their status and trend, description, owner, comments, associated initiatives, and links to related external information. KOI scorecards Provides summary views across all KOIs, with at-a-glance comparisons of current actuals vs. historical performance, along with the ability to filter KOIs by time, owner, status, trend, and type of indicator or outcome (e.g., leading/lagging, etc.). KOI detail Provides complete details for a specific KOI, including its description, owner, score, trend, external and internal benchmarks, comments, and links to related external information. Unique readiness Patent-pending approach helps organizations gauge their readiness to embark on one or more scorecards defined goals. The technique translates subjective opinions into easy-to-understand quantitative data that can be analyzed to identify current gaps in readiness so resources can be deployed appropriately. Filter outcomes and KOIs Limits displays of outcomes and KOIs by specific properties such as owner, score, and timeframe, by specific characteristics focusing attention on items that demand immediate attention. Below the horizon Flags outcomes that on the surface look fine, but actually may be in danger of failing. indicators (!) Compare KOIs against Links internal and external metrics, such as those provided by third-party benchmarking companies, external and internal to create a truly comprehensive 360° picture of operational performance. Provides additional context benchmarks for KOIs and how they measure up to other internal benchmarks. For example, compare one region or time period against another. User-definable Enables managers to define up to five ranges for the difference between actual and target performance thresholds performance for both outcomes and KOIs to provide a more precise gauge of status. These ranges can be mapped to a wide array of easy to understand scoring systems such as traffic light (red, green, yellow), grade school (A, B, C) or gladiator (thumbs up, down), increasing understanding and improving adoption. Cascading scorecards Provides a unified view of key performance drivers across functional and divisional units; integrate financial and operational measures to provide a holistic view of the state of the organization.
  7. 7. Defining KOIs PilotWorks provides more options and flexibility in KOI defi- nition, which in turn delivers more accurate and meaningful performance information. FEATURE WHY IT MATTERS Track any type of KOI Define any type of KOI — leading/ lagging, qualitative/quantitative, subjective/objective, financial/ Outcome scorecards ensure everyone has a consistent operational, etc. to enable a truer view of progress towards goals gauge of performance status. Pilot’s sophisticated analytical engine enables organizations to define simple qualitative KOIs or multi- dimensional quantitative KOIs. Monitor “soft” Monitoring intangible or subjective outcomes outcomes, such as using qualitative or operational KOIs, enables the association of meaningful key performance indicators for all outcomes, regardless of whether they are financial, subjective, or operational. Key outcome indicator summary provides underlying details for a particular performance measure Combine multiple Combining KOI scores, even those of KOIs into one score financial KOIs with operational ones, delivers a more meaningful view of performance status. Weighting each KOI reflects their relative importance in meeting an objective. “Placeholder” KOIs Creating KOIs before associated data is populated in the system facilitates collaboration on KOI definition without affecting higher level analyses until consensus has been reached. KOI scorecard provides a summary view of multiple key outcome indicators
  8. 8. Dashboards Tab PilotWorks’ live, role-based dashboards allow organizations to tailor information to specific functional roles. For example, a marketing director’s dashboard might include summary information about advertising costs per lead, while a sales manager’s might include summary information about new opportunities created, deals stuck in the pipeline, and sales performance by region. Unlike static dashboards that provide only sum- mary information, PilotWorks’ can be linked to underlying analyses, allowing deeper investigation to isolate and understand the drivers of performance. Dashboards can be expanded beyond functional groups and made public or kept private to be viewed only by the individual who created it. Home Strategy Initiatives Scorecard Dashboard Reports Personalized dashboards can be tailored to specific outcomes, individuals or groups FEATURE WHY IT MATTERS Live dashboards Dashboards are automatically refreshed to provide latest performance information. Personalized, role- The ability to create an unlimited number of dashboards, tailored to specific outcomes, based dashboards — individuals or groups, delivers directly relevant information to users. Publishing rights can be departmental, regional defined as public, limited to a group, or private. or individual Drill-down capabilities Managers can probe deeper into areas of interest, directly from dashboards into related reports, to isolate and understand the drivers and roadblocks to progress toward goals. Packaged dashboard Simplifies the process of creating dashboards: templates — • Compare up to 10 items with user-defined targets, another metric or time period Benchmarking, Trending, (e.g., yearly, last seven days). Ranking, Contributions • Display trends over multiple periodicities and time periods. • Show top performers for specific time periods. • Use familiar bar charts to decompose metrics into defined components. Customized dashboards Users can build a dashboard from scratch or personalize an existing one to suit their needs. Multiple-model dashboards Information can be drawn from multiple sources but displayed in a single panel.
  9. 9. Reports Tab PilotWorks’ reports and ad hoc analysis component covers the needs of all stakeholders, from the Administrator to operational managers or analysts. An easy-to-use interface enables users of diverse func- tional backgrounds to quickly measure ongoing progress toward outcomes, while unique features such as Time Intelligence™, support for attributes and user-defined hierarchies empower them to customize analysis to their particular needs — without help from IT. For analysts seeking more depth to aid decision-making, PilotWorks’ ad hoc analysis capabilities provide virtually boundless analysis options to measure and uncover the root of performance issues. Integrated forecasting capabilities help analysts project future performance and plan ahead based on current reality. Home Strategy Initiatives Scorecard Dashboard Reports Library of performance analysis templates can be used right out of the box or customized FEATURE WHY IT MATTERS Simplified report views Users can view reports based on specific areas of analysis for a more meaningful, in-depth measurement of performance. Library of packaged Can be used right out of the box or customized for your particular needs to: performance analysis • Highlight areas that are performing well and flag potential problems by displaying elements in templates — Ranking, rank order based on a measure such as sales or units produced. Trending and Forecasting, • Display trends over time for measures such as product sales, market share or average selling price. Pareto (80/20), Exceptions • Answer questions critical to overall performance, such as what are the top revenue producers and what percentage of the whole do they represent? • See a high-level view of under- and over-performers in product goods, sales goals, or any other measure you choose. Navigator ad hoc analysis Helps analysts quickly understand the drivers of progress toward goals; slice and dice performance data any way they like; and answer very specific, in-depth questions unique to their business. Reporting on performance Enables examination of progress versus historical performance. View performance comparing versus previous periods specific dates (as defined by user); relative dates (e.g., latest day, previous day, latest seven days, previous month, etc.), latest date vs. previous equivalent (e.g., current month vs. same month prior year, etc.). Unique time templates Enables users to perform custom time analyses without having to redefine their data set. Web-based Excel add-in Allows for analysis of Pilot’s multi-dimensional performance data in the familiar Microsoft® Excel capability interface wherever users access the Web. Report descriptions Allows report owners to provide context to other users by indicating what a report is about and the source of its information.
  10. 10. Entry and Approval Tab Unique in the industry, Pilot’s distributed and delegated entry, approval and publishing component stream- lines the process of populating metrics into a performance management system. An easy-to-follow work- flow system provides structure around a traditionally labor-intensive process, alleviating costly errors and significantly reducing the amount of time spent on metrics collection and approval. Additionally, this approach allows organizations to quickly collect metrics without having to spend time integrating transactional systems or establishing a data warehouse just for one or two metrics. FEATURE WHY IT MATTERS Single interface for Streamlines the process of collection, entry, approval and publishing of metrics across multiple metrics management users and data models. Manual metrics assignment Assigning metrics owners provides control over how the process is managed. Progress screen Provides status of entry, approval and publishing process. E-mail notification Apprises users of next steps, keeping the metrics process moving forward. Easy-to-use Web forms Display only data relevant to metrics owner, ensuring focus on the task at hand. and Excel templates Historical log of values Can be used as a reference for future metrics creation. from previous records Full audit trail Captures detailed user interactions, including time stamps for approval, rejection and submission of metrics. Notes Attach notes, previously communicated via e-mail or telephone, to any specific step within the process to create a complete snapshot of workflow best practices for future use. Create templates and Creating templates and assigning metrics to various users enables a streamlined approach to assign metrics metrics data entry workflow.
  11. 11. Modeling PilotWorks’ modeling capabilities help organizations design a performance-centric data model. With the ability to create a standardized performance management data repository, Pilot’s modeling ensures that a consistent set of metrics is used to align operational execution with strategy. FEATURE WHY IT MATTERS Shared data repository Provides an accurate, consistent understanding of data — such as data origin and dimension definitions. Enhanced automated Ensures a clear understanding of data sources, metrics definition and calculation processes across documentation the organization. Intuitive interface for Guides users through rapid development, deployment and management of powerful performance analytic modeling analysis applications. Consistency and Supports effective execution, while minimizing errors and IT involvement. repeatability of data Administration FEATURE WHY IT MATTERS Distributed Provides the flexibility to assign specific PilotWorks is an open framework built in J2EE with administration administrative permissions and roles, superior administrative functionality, maximizing benefits such as user set-up, metrics updates, to users while fitting easily within existing IT environments. and goal plan creation. LDAP/active Integrates with organizations’ own directory authentication systems to import users integration and user details, and support single sign-on access. Audit trails Enhances system integrity by keeping track of who did what when. Role-based Enables organizations to specify and security control which activities can be done by which users, granting rights to perform certain types of activity (e.g., create reports or define performance thresholds) without having to specify for each object. Scheduling Drives automation, ensuring consistency capabilities and repeatability for performance management solutions. Security API Allows for integration with home-grown authentication systems. Portal API Allows data from PilotWorks to be used in portals and portlets based on JSR 168. Documentation Enables customization of documentation toolkit based on specific implementations.
  12. 12. West Coast Headquarters East Coast Headquarters ©2006 Pilot Software Inc. Pilot is a registered trademark and PilotWorks 444 Castro Street, Suite 501 One Canal Park is a trademark of Pilot Software Inc. Mountain View, CA 94041 United States Cambridge, MA 02141 United States All other trademarks are the property Ph: (650) 230-2830 | Fax: (650) 230-2114 Ph: (617) 374-9400 | Fax: (617) 374-1110 of their respective owners. W W W.PILOTSOFTWARE.COM